Investment Commentary

Biweekly Investment Bulletins

  • The Dr Seuss of Investing – SAD, PAD, MAD and FAD.

    It’s that time of year again where the leaves start falling and temperature drops.  These misty mornings awash with autumnal colours look fantastic.  Some people don’t see the colours, blinded by the longer nights and deterred by the falling temperatures.  Seasonally Adjusted Depression (SAD) is a r...

    Read More
  • Confused about market timing? These 8 tips may just help…

    I have recently encountered a number of instances of clients who are concerned about the timing of new investments.  “Are markets at the top right now and will they soon fall?  What if I lose money right at the beginning? – I would hate that to happen.”.  These are sensible and logical concerns. ...

    Read More
  • Get the Whole Story

    I recently watched a film on TV, one with a clever twist at the end.  I have seen it before, a few years ago, the only problem was I could not quite remember the ending – I expect I just nodded off towards the end!  But now the ending bugged me, and whilst the wonders of modern media meant I could h...

    Read More

Monthly Market Commentary

  • SEPTEMBER: Investors seek safe havens in August

    Risk aversion amongst investors rose during August, boosting demand for perceived “safe-haven” assets amid mounting concerns over the deteriorating relationship between North Korea and the international community. Meanwhile, the US was left counting the human and financial cost of Tropical Storm Har...

    Read More
  • AUGUST: Inflation remains a conundrum

    Global equity markets generally rose during July, underpinned by further evidence of economic strength. Despite further political upheaval in the US, the benchmark Dow Jones Industrial Average Index reached a new closing high, boosted by a strong second-quarter earnings season. The outlook for infla...

    Read More
  • JULY: Where next for monetary policy?

    Investors were unsettled by speculation that leading central banks might be considering an end to their ultra-loose monetary policy. Following the US Federal Reserve’s third interest rate increase in six months and signs of a more hawkish tone from Bank of England policymakers, investors reacted str...

    Read More

Market Updates

Market Map